Filed January 11, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $229,726 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,118 | $61,125+26.2% | $108,582-29.0% | $63,975+20.5% |
| Participation rate | 97.2% | 80.5%+16.7pp | 79.6%+17.6pp | 71.1%+26.0pp |
| Annual return | 10.18% | 14.06%-3.9pp | -51.70%+61.9pp | 48.65%-38.5pp |
| Employer contribution / active EE | $3,506 | $2,237+56.8% | $3,758-6.7% | $2,182+60.7% |
| Participant deferral / active EE | $4,579 | $3,574+28.1% | $4,311+6.2% | $3,356+36.4% |
| Admin fee / account holder | $98 | $72+35.5% | $7,645-98.7% | $70+38.5% |